Charis Legacy Partners, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$60.7B
Holdings
26
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 24,947 | $14.2B | 23.34% | |
| 2 | VXUSVANGUARD STAR FDS | 159,642 | $11.0B | 18.17% | |
| 3 | VTIVANGUARD INDEX FDS | 17,492 | $5.3B | 8.76% | |
| 4 | VXFVANGUARD INDEX FDS | 26,484 | $5.1B | 8.41% | |
| 5 | BNDVANGUARD BD INDEX FDS | 45,513 | $3.4B | 5.52% | |
| 6 | USFRWISDOMTREE TR | 52,484 | $2.6B | 4.35% | |
| 7 | RSPINVESCO EXCHANGE TRADED FD T | 13,981 | $2.5B | 4.19% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 31,559 | $2.1B | 3.49% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 34,815 | $2.0B | 3.27% | |
| 10 | KLACKLA CORP | 1,938 | $1.7B | 2.86% | |
| 11 | VTVVANGUARD INDEX FDS | 9,707 | $1.7B | 2.83% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 32,270 | $1.6B | 2.63% | |
| 13 | AAPLAPPLE INC | 4,920 | $1.0B | 1.66% | |
| 14 | VUGVANGUARD INDEX FDS | 2,247 | $985.2M | 1.62% | |
| 15 | IVVISHARES TR | 1,215 | $754.4M | 1.24% | |
| 16 | CATCATERPILLAR INC | 1,670 | $648.3M | 1.07% | |
| 17 | VYMVANGUARD WHITEHALL FDS | 4,237 | $564.8M | 0.93% | |
| 18 | VBVANGUARD INDEX FDS | 2,367 | $561.0M | 0.92% | |
| 19 | VGSHVANGUARD SCOTTSDALE FDS | 7,679 | $451.4M | 0.74% | |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 3,316 | $445.6M | 0.73% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 9,001 | $445.2M | 0.73% | |
| 22 | ABBVABBVIE INC | 1,864 | $346.0M | 0.57% | |
| 23 | SCHDSCHWAB STRATEGIC TR | 12,531 | $332.1M | 0.55% | |
| 24 | IMTBISHARES TR | 7,100 | $309.8M | 0.51% | |
| 25 | IDEVISHARES TR | 3,710 | $282.1M | 0.46% | |
| 26 | IJHISHARES TR | 4,305 | $267.0M | 0.44% |